13F 机构持仓

HARBOUR INVESTMENTS, INC.

MADISON WI · SEC CIK 0000810121

2026Q22026Q1 更早 9 个季度 🔒
$74.27亿2026Q2 申报市值
4,761持仓数
18.8%前十大占比 · 第一大 3.8%
258 / 181新建仓 / 清仓
申报市值走势$74.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 3.8%
QQQ 2.9%
SDVY 2.3%
AAPL 1.8%
AVEM 1.5%
UCON 1.4%
IVV 1.3%
IJH 1.3%
BUFR 1.3%
SPY 1.0%

2026Q2 买入最多 按季末市值估算

LIBERTY ONE SPEC 新建仓+$4,320.17万
XOM 新建仓+$1,564.55万
VOO 加仓+$1,361.26万
QQQ 加仓+$1,110.49万
ACYN 加仓+$983.81万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$2,227.61万
THIR 减仓-$862.47万
TQQQ 减仓-$516.20万
SGOL 减仓-$379.48万
Q3 ALL-SEASON TA 减仓-$359.86万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - OCTOBER $32.04万0.00%11,509 -2,856-19.9% -$7.95万 减仓
— STRIVE U.S. ENERGY ETF $32.09万0.00%9,578 4845.3% $1.62万 加仓
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF $32.17万0.00%13,676 2431.8% $5,715 加仓
ILCG ISHARES MORNINGSTAR GROWTH ETF $32.23万0.00%2,754 00.0% — 不变
HUM HUMANA INC COM $32.28万0.00%813 577.5% $2.26万 加仓
FTAI FTAI AVIATION LTD SHS $32.29万0.00%1,194 -90-7.0% -$2.43万 减仓
IESC IES HOLDINGS INC COM $32.36万0.00%440 -45-9.3% -$3.31万 减仓
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER $32.37万0.00%6,974 -7,537-51.9% -$34.98万 减仓
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF $32.37万0.00%3,779 1323.6% $1.13万 加仓
MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF $32.41万0.00%6,676 2303.6% $1.12万 加仓
— INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE $32.49万0.00%9,888 5,911148.6% $19.42万 加仓
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND $32.76万0.00%3,765 -75-2.0% -$6,527 减仓
TW TRADEWEB MKTS INC CL A $32.77万0.00%3,288 621.9% $6,179 加仓
TLN TALEN ENERGY CORP COM $32.82万0.00%854 729.2% $2.77万 加仓
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF $32.84万0.00%13,561 -1,577-10.4% -$3.82万 减仓
CR CRANE COMPANY COMMON STOCK $32.89万0.00%1,475 10.1% $223 加仓
SYBT STOCK YDS BANCORP INC COM $32.90万0.00%4,302 30.1% $229 加仓
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD $32.90万0.00%1,365 -19-1.4% -$4,580 减仓
PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF $32.92万0.00%16,004 -124-0.8% -$2,551 减仓
— INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY $32.92万0.00%10,377 9,388949.2% $29.78万 加仓
SYSB ISHARES SYSTEMATIC BOND ETF $32.92万0.00%3,711 35410.5% $3.14万 加仓
VTC VANGUARD TOTAL CORPORATE BOND ETF $32.93万0.00%4,288 1353.3% $1.04万 加仓
GPC GENUINE PARTS CO COM $32.98万0.00%2,795 1224.6% $1.44万 加仓
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF $32.99万0.00%2,138 361.7% $5,554 加仓
UAL UNITED AIRLS HLDGS INC COM $33.17万0.00%2,439 -118-4.6% -$1.60万 减仓
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF $33.23万0.00%11,358 -5,294-31.8% -$15.49万 减仓
— ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF $33.31万0.00%8,872 -1,170-11.7% -$4.39万 减仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE $33.38万0.00%12,186 11,4201,490.9% $31.29万 加仓
— FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY $33.43万0.00%8,704 -56,362-86.6% -$216.46万 减仓
MRSH MARSH & MCLENNAN COS INC COM $33.86万0.00%2,031 -116-5.4% -$1.93万 减仓
IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF $33.93万0.00%3,259 100.3% $1,041 加仓
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $33.96万0.00%6,681 1822.8% $9,252 加仓
UMBF UMB FINL CORP COM $33.99万0.00%2,381 50.2% $714 加仓
PRF INVESCO RAFI US 1000 ETF $34.03万0.00%6,299 -225-3.4% -$1.22万 减仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - DECEMBER $34.13万0.00%17,085 -51,364-75.0% -$102.61万 减仓
EDGF 3EDGE DYNAMIC FIXED INCOME ETF $34.45万0.00%13,980 13,980— $34.45万 新建仓
TOPT ISHARES TOP 20 U.S. STOCKS ETF $34.50万0.00%10,480 6306.4% $2.07万 加仓
BFLY BUTTERFLY NETWORK INC COM CL A $34.59万0.00%41,079 9,94531.9% $8.37万 加仓
EPI WISDOMTREE INDIA EARNINGS FUND $34.70万0.00%8,112 4596.0% $1.96万 加仓
JPLD JPMORGAN LIMITED DURATION BOND ETF $34.81万0.00%6,670 1,47028.3% $7.67万 加仓
TBIL F/M US TREASURY 3 MONTH BILL FUND $34.82万0.00%6,984 -8,752-55.6% -$43.63万 减仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY $34.83万0.00%11,623 -3,378-22.5% -$10.12万 减仓
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF $34.85万0.00%4,450 00.0% — 不变
DFAW DIMENSIONAL WORLD EQUITY ETF $34.93万0.00%4,219 00.0% — 不变
ES EVERSOURCE ENERGY COM $34.97万0.00%4,838 751.6% $5,420 加仓
CAVA CAVA GROUP INC COM $35.03万0.00%4,463 1994.7% $1.56万 加仓
— ALPHA ARCHITECT AGGREGATE BOND ETF $35.26万0.00%3,330 00.0% — 不变
EAT BRINKER INTL INC COM $35.33万0.00%2,103 120.6% $2,016 加仓
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF $35.36万0.00%567 405250.0% $25.26万 加仓
NZF NUVEEN MUN CR INCOME FD COM SH BEN INT $35.45万0.00%27,957 00.0% — 不变
— FIRST TRUST SMALL CAP VALUE ALPHADEX FUND $35.56万0.00%5,093 -145-2.8% -$1.01万 减仓
APP APPLOVIN CORP COM CL A $35.62万0.00%691 497.6% $2.53万 加仓
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF $35.82万0.00%12,066 -2,301-16.0% -$6.83万 减仓
— VANECK CEF MUNI INCOME ETF $35.83万0.00%16,039 1,0006.6% $2.23万 加仓
OMC OMNICOM GROUP INC COM $35.83万0.00%4,920 -356-6.7% -$2.59万 减仓
FLEX FLEX LTD ORD $36.25万0.00%2,237 64840.8% $10.50万 加仓
IGF ISHARES GLOBAL INFRASTRUCTURE ETF $36.34万0.00%5,456 54711.1% $3.64万 加仓
DRAM ROUNDHILL MEMORY ETF $36.35万0.00%4,922 4,922— $36.35万 新建仓
SCZ ISHARES MSCI EAFE SMALL-CAP ETF $36.37万0.00%4,421 250.6% $2,057 加仓
TPL TEXAS PACIFIC LAND CORPORATION COM $36.46万0.00%833 -24-2.8% -$1.05万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $36.47万0.00%5,698 -928-14.0% -$5.94万 减仓
VRTX VERTEX PHARMACEUTICALS INC COM $36.48万0.00%734 -154-17.3% -$7.65万 减仓
ICVT ISHARES CONVERTIBLE BOND ETF $36.61万0.00%3,007 66328.3% $8.07万 加仓
WDFC WD 40 CO COM $36.67万0.00%1,505 40.3% $975 加仓
IWC ISHARES MICRO-CAP ETF $36.71万0.00%1,835 1,551546.1% $31.03万 加仓
IP INTERNATIONAL PAPER CO COM $36.79万0.00%9,656 380.4% $1,448 加仓
NWE NORTHWESTERN ENERGY GROUP INC COM NEW $36.89万0.00%5,151 -21-0.4% -$1,504 减仓
IYH ISHARES U.S. HEALTHCARE ETF $36.90万0.00%5,506 30.1% $201 加仓
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF $36.91万0.00%5,723 -113-1.9% -$7,288 减仓
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF $36.93万0.00%3,583 1143.3% $1.17万 加仓
— CREDIT SUISSE HIGH YIELD CREDI SH BEN INT $36.98万0.00%207,751 2,5411.2% $4,523 加仓
— VOLATILITY SHARES TRUST XRP ETF $37.23万0.01%64,854 13,60426.5% $7.81万 加仓
FTXO FIRST TRUST NASDAQ BANK ETF $37.34万0.01%9,035 3594.1% $1.48万 加仓
COHR COHERENT CORP COM $37.36万0.01%947 24935.7% $9.82万 加仓
RH RH COM $37.41万0.01%2,271 723.3% $1.19万 加仓
— ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF $37.51万0.01%7,851 -854-9.8% -$4.08万 减仓
WAB WABTEC COM $37.57万0.01%1,393 382.8% $1.02万 加仓
TFLR T. ROWE PRICE FLOATING RATE ETF $37.59万0.01%7,457 1,29221.0% $6.51万 加仓
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF $37.62万0.01%18,633 1,99712.0% $4.03万 加仓
VSH VISHAY INTERTECHNOLOGY INC COM $37.86万0.01%7,040 -9,295-56.9% -$49.99万 减仓
— FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER $38.03万0.01%9,597 -1,688-15.0% -$6.69万 减仓
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF $38.13万0.01%3,954 1,03235.3% $9.95万 加仓
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF $38.16万0.01%6,937 00.0% — 不变
YYY AMPLIFY CEF HIGH INCOME ETF $38.22万0.01%33,150 3,33511.2% $3.85万 加仓
FDXF FEDEX FGHT HLDG CO INC COMMON STOCK $38.23万0.01%2,532 2,532— $38.23万 新建仓
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF $38.31万0.01%3,553 90.3% $970 加仓
FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF $38.32万0.01%4,576 -93-2.0% -$7,788 减仓
— FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY $38.40万0.01%16,435 -39,000-70.4% -$91.12万 减仓
— INVESCO BULLETSHARES 2031 HIGH YIELD CORPORATE BOND ETF $38.48万0.01%14,660 -187-1.3% -$4,909 减仓
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND $38.53万0.01%7,326 1,18519.3% $6.23万 加仓
IYG ISHARES US FINANCIAL SERVICES ETF $38.62万0.01%4,268 -50-1.2% -$4,524 减仓
CCJ CAMECO CORP COM $38.63万0.01%3,793 73023.8% $7.43万 加仓
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND $38.69万0.01%6,310 -197-3.0% -$1.21万 减仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - SEPTEMBER $38.73万0.01%11,799 -1,350-10.3% -$4.43万 减仓
XEXGX EATON VANCE TAX-MANAGED GLOBAL COM $38.76万0.01%39,508 1120.3% $1,099 加仓
— ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF $38.85万0.01%9,812 -1,955-16.6% -$7.74万 减仓
— ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF $38.99万0.01%10,317 5,510114.6% $20.82万 加仓
QHY WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND $39.04万0.01%8,523 2733.3% $1.25万 加仓
SE SEA LTD SPONSORD ADS $39.20万0.01%4,090 2,548165.2% $24.42万 加仓
CDNS CADENCE DESIGN SYSTEM INC COM $39.20万0.01%1,044 -39-3.6% -$1.46万 减仓